And it is NOT a chemical reaction! The residual materials are a byproduct of the hyperbolic chamber. When the CO2 whisps, it removes the oxygen and the drink is now safely frozen in carbonite! Yeah, that's it!
So, I think all of us long-time Longs can agree we've not been collectively blown away with SodaStream's attempts at catchy taglines. Set the Bubbles Free, Water Made Exciting. I hope the water is excited because the consumer won't be from that tagline. That being said, in Seth's Q1 recap, there it was. At the start of one of his paragraphs was by far, head and shoulders above, the best tagline this company has or would ever see. Not only does it align with their new water-first philosophy, but also strong, regal and global. SodaStream - Sparkling The World. ...I'll only take partial credit as I lifted it from his article. ;)
I guess the question is who the blame really falls on. Seth, and correct me if I'm wrong, indicated that in most cases it's the local retailers fault, not SodaStream. It sure does seem like there are wide spread outtages of CO2 - so are the retailers simply not managing their inventory levels effectively or is SODA dropping the ball on fulfillment?
It's freaking fantastic for SODA IMO. GMCR/KO advertise the snot out of the category trying to get this turd off the ground, unknowing consumers get the exposure SODA's been unable to produce and said consumer now makes a side-by-side decision, which is a no contest. Kold may be DOA, but those forthcoming marketing dollars are a welcome sight in my opinion. Great day for SODA!
He was telling Coldinny that on June 1st, Jim Davis, SODA's Senior VP of Sales & Merchandising, will go the way of the dodo. I'm typically quite lucid. Helpful? Nah. Lucid, yes.
SG Cucumber-Lime is fantastic. Stand-alone or as a mixer. Had some frozen vodka/SG Cucumber-Lime drinks last night. I use the NutriBullet, ice, vodka, water and half cap of Cucumber-Lime - really good.
Please, and then ask him to please buy some shares to illustrate his confidence in the re-positioning and outlook. An insider buy, (have there been ANY?) would certainly do some good with retail sentiment. GL on the interview tomorrow!
No, BCarter. It's Make Water Exciting. :) I'd love to know why they seemingly have no idea how to keep up with CO2 demand, the one thing actually IN demand. Wide spread outages spanning multiple regions/markets. It can no longer be considered isolated or arbitrary - it's a problem, real or perceived, its problematic.
LOL, these clowns are really unbelievable. Downgrade less than a week ago based, on their account, solely on fundamentals. Share price appreciates 25% from intraday low last week and they upgrade to buy.